CU Roadmap

Your Roadmap to AI Success as a Credit Union

If you’re thinking about adopting an AI solution for your Credit Union, make sure you’re heading in the right direction from the start. Here are simple directions to help you navigate your journey.

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Before you deploy an AI solution, identify which channel will best suit your needs. Your members can show you the way.

Prep answers for common use cases.

Where in the customer journey are members asking for information now?

With the prep work done, your AI solution is ready. Use these tips and tricks to ensure members know about it and actually use it.

Ready to start your AI journey?

You have deployed your AI solution, but ideally there is no finish line. Keep optimizing your solution to make it better – and maybe even broader – to best serve your members.

Act on insights.

Continuing Bot education.

Branch out.

Learn more about how partnering with Bold360 can help drive your customer experience.

Meet Merv!

Rock the base.

Get wheels turning.

Get direction from your members.

Is your member persona likely to chat with a bot, or is a dynamic search bar a better bet?

Where do you see high traffic on your website? Maybe that’s the place to start.

Are your members interested in straightforward or more complex issues?

Do you have a mobile app, and do members prefer it?

Meet Merv!

Introduce members to your bot, giving them a taste of its personality.

How do I reset my password?

I forgot my password.

Lost/stolen credit card!

Branch info, please.

How do I activate my card?

What’s my routing number?

How do I setup online banking?

How do I login to online banking?

What’s my balance?

Which accounts do you offer?

What are my loan options?

Compare checking accounts.

Rock the base.

Let your inner circle of members try it out first, so you can get feedback before opening it to everyone.

Get wheels turning.

Show members what types of questions they can ask to get conversations started.

A great AI dashboard shows you what members are asking and how, pointing you to optimize or create answers.

Your bot becomes smarter as your bot’s human owner continues to add answers and provide performance feedback.

Keep an eye on what your members need and want. You may see opportunities for other AI deployments.

Now that you know your AI channel of choice, gather the questions it needs to answer right off the bat. Here are the top 12 topics your members are probably asking.

Basic FAQs

Account Questions

New Member Inquiries

Drive members to your bot.

Keep going.

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